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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,227 | $101,618-90.9% | $93,063-90.1% | $137,256-93.3% |
| Participation rate | 18.2% | 74.9%-56.8pp | 72.1%-53.9pp | 80.0%-61.8pp |
| Annual return | 19.38% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $309 | $4,279-92.8% | $3,958-92.2% | $6,407-95.2% |
| Admin fee / account holder | $16 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |